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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,115 | $100,805-3.7% | $86,698+12.0% | $134,532-27.8% |
| Participation rate | 92.3% | 79.0%+13.4pp | 76.6%+15.7pp | 81.2%+11.1pp |
| Annual return | -16.44% | 29.09%-45.5pp | 35.95%-52.4pp | 418.27%-434.7pp |
| Employer contribution / active EE | $2,213 | $3,490-36.6% | $2,837-22.0% | $4,741-53.3% |
| Participant deferral / active EE | $3,960 | $5,339-25.8% | $4,656-15.0% | $6,401-38.1% |
| Admin fee / account holder | $3,314 | $10,925-69.7% | $7,493-55.8% | $11,429-71.0% |